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Security Access Rights in Estimator
Sometimes users make changes to basic window settings and configuration that can adversely affect data accuracy and system efficiency....
Dylan C
19 hours ago4 min read
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Override Group Tax Rate in SharpeSoft Estimator
This window is used to override the job tax rate only for a given group you are working on. As an example, this might be necessary if...
Dylan C
Mar 112 min read
3 views
0 comments


Override Detail Item Tax Rate in SharpeSoft Estimator
This window is used to override the job tax rate only for the detail line you are currently working on. As an example, this might be...
Dylan C
Mar 52 min read
8 views
1 comment


Quick Toolbar in SharpeSoft Estimator
Once you have been using the system for a while, you will find yourself going to certain windows on a regular basis. You can set up a...
Dylan C
Feb 252 min read
6 views
0 comments


Bid Item Status Flags in SharpeSoft
Bid Item Statuses are a quick and easy way to determine where a job stands with just a glance. Composed of a set of colorful flag...
Dylan C
Feb 183 min read
6 views
0 comments

Insert a Logo for Your Company in SharpeSoft Estimator
Company logos can be easily inserted into a job with the steps outlined below. Logos will appear on various generated reports inside the...
Dylan C
Jan 292 min read
8 views
0 comments


Refresh Detail Costs in the SharpeSoft Estimator
In the midst of bidding jobs, it may happen that users find themselves entering appropriate prices into certain bid item detail costs as...
Dylan C
Jan 202 min read
10 views
0 comments


Using the Filter Wizard in SharpeSoft Estimator
Key windows and tables throughout the system, especially those that contain long lists of entries (e.g. Jobs, Vendors, Owners and Item...
Dylan C
Jan 143 min read
9 views
0 comments


Escalation Factors in the Estimator
Escalation factors are a form of specialized markup that can be entered at the bid item or sub-item level. These factors are specific to...
Dylan C
Dec 19, 20242 min read
21 views
0 comments


Request and Receive Vendor Quotes (MatConnect)
SharpeSoft Estimator offers the ability to instantaneously request and receive quotes on associated bid items with either the MatConnect...
Dylan C
Dec 12, 20242 min read
9 views
0 comments

Bonding Table and Rate Calculation
Construction bonding is the system by which a specialized bonding company serves as an alternate source of relief funds in the event that...
Dylan C
Dec 3, 20243 min read
12 views
0 comments


Creating Report Packages in SharpeSoft Estimator
Watch the video below! What are Report Packages? Report packages are groups composed of reports that see regular use, either by an...
Dylan C
Nov 21, 20242 min read
12 views
0 comments


SharpeSoft Short Report: Material Package Analysis
In this Short Report series, CEO William Ontiveros walks us through multiple different applications of the SharpeSoft Estimator's...
Dylan C
Aug 30, 20241 min read
15 views
0 comments


SharpeSoft Short Report: Proposal
In this Short Report series, CEO William Ontiveros walks us through multiple different applications of the SharpeSoft Estimator's...
Dylan C
Aug 30, 20241 min read
25 views
0 comments


Pinning SharpeSoft Cloud Environment to Taskbar
Cloud.sharpesoft.app is an easily accessible web domain, however there are also options built into all popular web browsers that allow...
Dylan C
Aug 23, 20242 min read
6 views
0 comments

Generating Reports in Estimator
Introduction to the Reports Tree The Reports Tree lists all system reports in a 'tree' format on the left side of the window. Upon...
Dylan C
Jul 16, 20242 min read
30 views
0 comments


SharpeSoft IPM Fast Trax 3/8: Easy Steps for Creating an Inspector's Daily Report
Scroll down for 3 helpful videos! Activate a Project Go to: Setup menu > Projects In the Projects window, click on the project you want...
Dylan C
Aug 8, 20234 min read
41 views
0 comments


SharpeSoft IPM Fast Trax 2/8: Easy Steps for Entering Bids and Awarding Contracts
Scroll down for 3 helpful videos! There are two bid results windows. The Bid Opening window is used to quickly enter the overall bid...
Dylan C
Aug 2, 20237 min read
39 views
0 comments


SharpeSoft IPM Fast Trax 1/8: Easy Steps for Creating a New Project and Estimate
Scroll down for 3 helpful videos! To create a new job, you will go to the Projects window, open the Insert Project wizard and enter...
Dylan C
Jun 29, 20235 min read
60 views
0 comments


Initial Login to SharpeSoft Cloud Portal
Getting started with SharpeSoft is simple and easy to do. To log into the SharpeSoft Cloud Applications Portal, simply open your...
Dylan C
Jun 22, 20232 min read
105 views
0 comments
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